Have you ever been frustrated with the fact that the leads and contacts associated with your campaigns aren't always associated with the opportunities that eventually are created? Are you struggling to prove marketing's impact on closed revenue?
Well you're not alone. The ability to demonstrate marketing's impact on business results and return on marketing investment (mROI) is becoming more and more critical to survivial in the corporate jungle. Here's some ammo for potential boardroom warfare...
Although custom report types for salesforce.com were released back in the Summer '07 release, I hadn't had a chance to play around with them until a client asked me how we could see the status of all activities associated with opps whose contacts were members of a campaign. Four joins?!?! OK, I knew this was going to take a little elbow grease.
So in case you haven't heard, custom report types enable you to join various objects in the database together like you've never been able to previously. Go to Setup, Build, Report types, and pick the Primary Object you want to report on, say Opportunities. Then one by one add the additional objects you want to report on as well and where the report type should be housed, and hit Save.
When you click back over to the Reports tab, you'll find under the section you saved the customer report type, e.g. Opportunities, your custom report type! Now you can grab fields from all of the objects that you've joined together.
Here are a few ideas to get you started:
1) Status & comments of all activities associated with opps whose accounts have contacts who are members of my campaign
2) Opps whose accounts have contacts who are members of my campaign
3) Stage of Opps with Products
Happy Reporting!
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6 comments:
Tell me about it. We are rolling out an AppExchange application called Marketbright. The aim is to cut down on custom page development for all the activites we want to track that link back to program spend or expanded effort. The salesforce.com, google analytics and excel dance simply had to end.
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my God, i thought you were going to chip in with some decisive insght at the end there, not leave it with ‘we leave it to you to decide’.
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